| | | Morningstar Overall Rating: |  | | Total Assets: | 653.52M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 46.52% | | 5y Avg Return: | 4.74% | | Rank in Category (ytd): | 25 | | % Rank in Category (ytd): | 5.95% | | Beta (3y): | 1.31 | | Morningstar Risk Rating: | Above average |
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| The investment seeks preservation and growth of capital. The fund normally invests at least 65% of assets in equity securities, including common stocks, securities convertible into common stocks or rights or warrants to subscribe for or purchase common stocks. It may invest up to 35% of total assets in debt securities and preferred stocks which offer a significant opportunity for price appreciation. | | | Fund Profile |
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